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Vanguard Energy ETF
VDE

Name Holding Trade Value Shares
Change 		Change in
Stake
KAH
151
Kathryn A. Hall
$457K -$752K -8,000 -63%
BCP
152
Berkeley Capital Partners
Georgia
$456K -$37.3K -397 -8%
AIM
153
Allen Investment Management
New York
$442K – – –
CWM
154
Cornerstone Wealth Management
Missouri
$429K +$18K +191 +5%
VFA
155
Voya Financial Advisors
Connecticut
$408K -$68K -723 -15%
MPWT
156
MassMutual Private Wealth & Trust
Connecticut
$395K +$92.7K +986 +33%
CHJWM
157
Carlton Hofferkamp & Jenks Wealth Management
Texas
$386K – – –
AAM
158
Autus Asset Management
Arizona
$385K +$20.3K +216 +6%
EAM
159
Evanson Asset Management
California
$374K -$5.55K -59 -2%
WLIM
160
White Lighthouse Investment Management
Massachusetts
$373K +$355K +3,771 New
S
161
SignatureFD
Georgia
$367K +$6.21K +66 +2%
FA
162
FDx Advisors
Illinois
$363K +$55.5K +590 +19%
SWP
163
Stratos Wealth Partners
Ohio
$358K -$541K -5,759 -61%
IFWM
164
Institute for Wealth Management
Colorado
$355K +$317K +3,371 New
NWS
165
Newport Wealth Strategies
California
$355K +$327K +3,480 New
MGIA
166
Matthew Goff Investment Advisor
Texas
$346K – – –
BTS
167
BB&T Securities
Virginia
$346K +$29.5K +314 +10%
FCBT
168
First Citizens Bank & Trust
North Carolina
$346K +$329K +3,500 New
BFS
169
Bradley Foster & Sargent
Connecticut
$340K – – –
ZF
170
Zhang Financial
Michigan
$334K +$21.1K +224 +7%
IA
171
IFP Advisors
Florida
$333K -$29.4K -313 -9%
EDRH
172
Edmond de Rothschild Holding
Switzerland
$330K +$196K +2,080 +166%
SSWM
173
Smith Salley Wealth Management
North Carolina
$323K -$256K -2,719 -45%
PPCM
174
Pillar Pacific Capital Management
California
$321K -$5.45K -58 -2%
GLA
175
Good Life Advisors
Pennsylvania
$320K -$23.8K -253 -8%
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